Accredited and Certified ZOHO Consulting Partner
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ZOHO CRM SmartStart
Our ZOHO SmartStart Plan is designed to help you implement a powerful, tailored, flexible and scalable CRM system:
Built and deployable within 2 weeks
Tailored to your requirements
Low and affordable fixed price
At low risk to your business
Delivers high value and rapid ROI
Who is SmartStart for?
ZOHO CRM SmartStart is an ideal solution for businesses that:
Are UK based B2B organisation
Offer professional services to their clients
Employ at least 5 staff or more
Need a CRM up and running FAST!
Have a limited budget to invest
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Special Offer Price: £2,500 + VAT
Limited period only. Normally £3,750
What will SmartStart deliver for you?
Minimise business risks, start small, and then scale up as and when you need
Our SmartStart program will deliver a solution that takes advantage of the many standard (but powerful) features of ZOHO CRM - tailored to your end-to-end sales process - from initial lead capture, through to the final stage of deal close.
Customer Database
A centralised customer database that stores all information on your:
Leads / Prospects
Accounts & Contacts
Deals / Opportunities
Products / Services
Quotes
Invoices
Lead Management
Manage leads from initial capture through all qualification stages:
Website Integration
Assignment Rules
Lead Scoring
Activity & Task Management
Qualification & Conversion
Sales Automation
Drive opportunities through your funnel using your methodology:
Sales Pipeline Management
Quote / Proposal Generation
Invoice Generation
Integration with Accounting System
Activity & Task Management
Reports & Analytics
Gain powerful insights on sales performance and activity, to track:
Lead Performance
Sales Performance
Team Performance
Our Customers
Over 30 years CRM Experience | 100 clients and counting ...
We work with clients in multiple sectors – commercial, non-profit and public sector.It's our mission is to deliver innovative and game changing solutions that deliver remarkable results for our clients. Here’s a snapshot of some of the brands we are proud to work with.
"We're delighted with the services that ZED have provided by and highly recommend their services to anyone in need of game-changing solutions.
"PCB have thoroughly enjoyed working with David as we build out our CRM, his ongoing support throughout the process has been hugely needed and appreciated, we look forward to continuing our partnership with Zed".
"ZED demonstrated a high level of expertise, flex the system to our exact needs, integrate it with other apps, and were highly responsive when needed."
"ZED have been excellent. When there is a problem or an idea they are always quick to come up with a brilliant way to solve and help us push our business forward.,"
"We have been working with ZED for a number of years, implementing our core CRM and extending it using low code platforms. The team have been extremely flexible, client focused and great to work with. We would be delighted to recommend ZedConsulting to anyone considering using their services.,"
"ZED were instrumental in helping us implement CRM in a way that serves our business needs. It was a complex project but ZED has helped us solve every problem. Their expertise is invaluable and we will continue to retain ZED's services as we grow and develop our CRM."
"ZED have been a god send. We had many problems with Zoho and were considering a change - until we met David. His experience and out ward thinking proved priceless.
Highly recommended 10/10"
"Working with ZED has been a pleasure. Their in-depth knowledge of business software, business functions & processes, meant they quickly understood our needs and developed a plan that has helped us meet our goals. ZED have been a great help in advising the best ways forward, getting buy-in and implementing solid solutions"
The SmartStart Plan
There are just 5 basic steps involved with taking your CRM needs from a wish list through to a fully implemented solution:
1. Discovery Workshop
This initial step involves running a business process and requirements workshop to confirm:
Modules that will form the structure of your CRM database
Process stages involved with sales management - from lead capture through to sales closure
Business rules and automation requirements (e.g. data validation rules and web integration)
Data access model (based on roles and profiles)
Key custom reports and dashboard layouts
2. Core Configuration
The application is then set up and configured to deliver the core solution, based on the outputs of the Discovery stage. This includes configuration of:
Standard organisation settings
Email deliverability
Required standard data modules and associated page layout logic
Lead to Deal mapping & conversion logic
Pipeline structure for managing deals, and any associated workflows
Integration with your Accounting Software (Xero, QuickBooks, Sage, etc)
Website integration (to capture new leads)
Reports & Dashboard
3. User Review Workshop
During this second workshop, we will demonstrate the solution to Users - and engage their feedback on any final change requirements.
Solution Demonstration
Q & A
Document Change Requirements
4. Complete Configuration
With your change requests in mind, we will update the configuration to ensure it meets your Day 1 needs:
Applying any new user requirements noted during the User Review workshop
Setting up data security model
5. Solution Deployment
This final stage involves all steps required to ensure users are trained and the system can go-live:
Loading data (for existing Accounts, Contacts and Products)
Setting up User records
Delivering User Training
After Go-Live
Enjoy peace of mind with our promise of free expert support for 5 days after implementation - because your success is our priority!
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What is ZOHO?
Trusted by over 100 million users globally
ZOHO is one of the world's leading and most popular business application suits, trusted and used by organisations of all sizes and across all business sectors.
Over 60 powerful, integrated, feature-rich applications to support your CRM and other business automation and operational needs
Scalable, flexible and highly customisable to meet your specific business needs
No-code/ low-code development tools included to construct custom applications in rapid timescales, low cost and low risk
Priced to fit the budget of small and mid-sized businesses
Book a FREE 1-2-1 Demo & Consultation
Take advantage of our special, limited time discounted offer
Schedule your free demo with us to explore how our ZOHO CRM SmartStart program can help you make a real difference to your business, from the get-go!
Thank You
Thank you for booking your call. You should expect an automated email shortly to comfirm the details and we look forward to meeting you.In the meantime, to learn more about ZED Consulting, our services and how we can help you build your business, click the button below!